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Showing 1 - 10 of 14 results for "Financial Planner AFP"

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP of the Year Award Leanne Bielik - 2020 Wealth (VIC) Michelle Maguire - MLC Advise (NSW) Craig Phillips - Phillips Wealth ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... undertake for their new and loyal clients," FPA said in a statement. Nat Daley of Hard Line Wealth won the FPA Financial Planner AFP of the Year Award for 2020. In a new category, the FPA Advice Innovation Award sought to recognise members who have using ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Certified Financial Planner Professional of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award, FPA Paraplanner of the Year Award, FPA University Student of the Year Award, FPA Advice Innovation Award ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... guiding principles which focus on the financial capacity and empowerment of its clients." Meanwhile, the FPA Financial Planner AFP® of the Year Award went to Crystal Bobir AFP® of Tupicoffs in Brisbane. She was recognised for having clearly excelled ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... Bainbridge of Gold Financial Services - whose licensee is Securitor Financial Group - has had her membership and Financial Planner AFP designation suspended for six months after a former client made a complaint in November 2017. The CRC found Bainbridge ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... FPA Professional Practice of the Year Award Cooper Wealth Management's Felicity Cooper took home the FPA Financial Planner AFP of the Year Award. The FPA Paraplanner of the Year Award went to Kearsten James of Sterling Private Wealth. The Gwen Fletcher ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Northeast Wealth and Sandra Slattery of Commonwealth Financial Planning have been named finalists in the FPA Financial Planner AFP of the Year Award. Pierce Hanlen of Hewison and Associates, Kearsten James of Sterling Private Wealth and Capital Partners' ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Hayward CFP(R) - Capital Partners Consulting Robert Zammit CFP(R) - RSM Financial Services Australia FPA Financial Planner AFP(R) of the Year Award Felicity Cooper AFP(R) - Cooper Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... simplify complex decisions. His client testimonials were outstanding and a testament to his work." The FPA Financial Planner AFP of the Year Award went to Cody Harmon of Meridian Wealth Management, who said the award is a result of having worked hard ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Johns, Health & Finance Integrated Tony Sandercook, wetalkmoney David Sharpe, Globe Financial Planning FPA Financial Planner AFP of the Year Award Cody Harmon, Meridian Wealth Management Tim McLaughlan, Elston Private Wealth Paul Turner, Wealthwise FPA ...
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